
Financial Services Background
Our client, a progressive and growing asset management company wishes to appoint an Associate Investment Advisor to their team. The company, a leading New Zealand Accounting and Consulting group, provides high quality investment, retirement planning and general financial advice to private clients.
The successful candidate will join a small team and will be responsible for the ongoing management of an existing client portfolio, together with some business development. The role would ideally suit an individual with the following background: · Some previous investment planning and advisory experience, ideally within a banking, broking or financial services organisation.
· Appropriate tertiary qualifications or current study towards a financial planning diploma or sharebroking qualification.
· Good interpersonal and selling skills
· Sound administrative and computer skills (word/excel).
This is an excellent opportunity to join a high profile organisation where you will be rewarded for your selling and client management skills and ability to achieve sound results. The company offers a salary package which will commensurate with your skills and background.
Applications will be kept totally confidential. Please forward your CV by 25 March 2007 to:
HR Manager
PO Box 3899
Auckland
hr@staplesrodway.com